Optimist Retirement Group LLC Spdr Portfolio Transaction History
Optimist Retirement Group LLC
- $211 Billion
- Q4 2024
A detailed history of Optimist Retirement Group LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Optimist Retirement Group LLC holds 148,811 shares of SPYG stock, worth $13.3 Million. This represents 6.19% of its overall portfolio holdings.
Number of Shares
148,811
Previous 151,114
1.52%
Holding current value
$13.3 Million
Previous $12.5 Billion
4.36%
% of portfolio
6.19%
Previous 5.66%
Shares
5 transactions
Others Institutions Holding SPYG
# of Institutions
1,215Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$3.05 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.8 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.51 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.1 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$730 Million0.19% of portfolio